RDFA

Ritter Daniher Financial Advisory Portfolio holdings

AUM $568M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.28M
3
+$3.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.53M

Top Sells

1
+$7.8M
2
+$4.75M
3
+$2.44M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.14M
5
NVDA icon
NVIDIA
NVDA
+$698K

Sector Composition

1 Financials 4.25%
2 Technology 4.19%
3 Consumer Staples 4.18%
4 Consumer Discretionary 1.74%
5 Industrials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41.2K 0.01%
1,098
177
$40.5K 0.01%
1,896
178
$40.2K 0.01%
365
179
$39.3K 0.01%
740
-80
180
$39K 0.01%
234
-1
181
$38.8K 0.01%
513
+250
182
$36.6K 0.01%
1,150
183
$33.3K 0.01%
128
+51
184
$33.1K 0.01%
1,188
185
$31.3K 0.01%
89
186
$30.5K 0.01%
1,338
187
$30.3K 0.01%
1,161
188
$30.1K 0.01%
350
189
$29.8K 0.01%
662
190
$29.2K 0.01%
727
191
$28.8K 0.01%
350
192
$28.6K 0.01%
+175
193
$27.7K 0.01%
733
194
$27.2K 0.01%
199
+7
195
$27.1K 0.01%
750
196
$26.6K 0.01%
975
197
$25.9K 0.01%
380
+180
198
$25.9K 0.01%
+500
199
$24.9K 0.01%
35
-4
200
$24.3K 0.01%
35
-8
6 7
8
9 10